Civic Intelligence

USD Foundation

990PF • Fiscal year 2013 • EIN 27-1561110

Nov 01, 2012 to Oct 31, 2013 • Filed on May 23, 2014

Organization Profile
9590 New Decade Drive77507
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.03x

Higher debt load relative to assets than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

16th percentile

-5.9%

Faster asset growth than 16% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$2,208,478

Down $137,439 (-5.9%) from 2012

Net Assets

Down

$2,148,478

Down $197,439 (-8.4%) from 2012

Liabilities

Up

$60,000

Up $60,000 from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$421,066

Down $20,826 (-4.7%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2012: $2,345,917Liabilities 2012: $0Net Assets 2012: $2,345,9172012Assets 2013: $2,208,478Liabilities 2013: $60,000Net Assets 2013: $2,148,4782013Assets 2015: $1,444,387Liabilities 2015: $110,248Net Assets 2015: $1,334,1392015Assets 2016: $1,048,002Liabilities 2016: $500Net Assets 2016: $1,047,5022016Assets 2017: $570,097Liabilities 2017: $16,000Net Assets 2017: $554,0972017Assets 2018: $152,528Liabilities 2018: $16,000Net Assets 2018: $136,5282018Assets 2019: $26,432Liabilities 2019: $215,214Net Assets 2019: -$188,7822019Assets 2020: $10,777Liabilities 2020: $136,060Net Assets 2020: -$125,2832020Assets 2021: $34,333Liabilities 2021: $19,568Net Assets 2021: $14,7652021Assets 2022: $8,739Liabilities 2022: $22,817Net Assets 2022: -$14,0782022Assets 2023: $6,826Liabilities 2023: $175Net Assets 2023: $6,6512023Assets 2024: $998Liabilities 2024: $524Net Assets 2024: $4742024

Highlighted filing

2013

Assets$2,208,478
Liabilities$60,000
Net Assets$2,148,478
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $441,8922012Expenses 2013: $421,0662013Revenue 2015: $44,459Expenses 2015: $532,240Net Income 2015: -$487,7812015Revenue 2016: $107,253Expenses 2016: $396,412Net Income 2016: -$289,1592016Revenue 2017: $108,623Expenses 2017: $602,028Net Income 2017: -$493,4052017Revenue 2018: $55,844Expenses 2018: $473,413Net Income 2018: -$417,5692018Revenue 2019: $50,078Expenses 2019: $375,388Net Income 2019: -$325,3102019Revenue 2020: $113,341Expenses 2020: $49,842Net Income 2020: $63,4992020Revenue 2021: $70,003Expenses 2021: $76,279Net Income 2021: -$6,2762021Revenue 2022: $160,003Expenses 2022: $188,846Net Income 2022: -$28,8432022Revenue 2023: $200,003Expenses 2023: $179,274Net Income 2023: $20,7292023Revenue 2024: $70,000Expenses 2024: $76,177Net Income 2024: -$6,1772024

Highlighted filing

2013

Revenue-
Expenses$421,066
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
May 23, 2014
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN BORGENDirector-$0--
DALE NORRISDirector-$0--
CLYDE CRUTCHMERDirector-$0--
MICHAEL RCURRYSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAFEHOMECHARITABLE CONTRIBUTION501 (C) (3)OVERLAND PARK, KS, US$75,000
Approved Future GrantBOYS & GIRLS CLUB OF AMERICACHARITABLE CONTRIBUTION501 (C) (3)ATLANTA, GA, US$60,000
Paid GrantJOHN CARROLL UNIVERSITYCHARITABLE CONTRIBUTION501 (C) (3)UNIVERSITY HEIGHTS, OH, US$50,000
Paid GrantHOUSTON GOLF ASSOCIATIONCHARITABLE CONTRIBUTION501 (C) (3)HUMBLE, TX, US$30,000
Paid GrantBOYS & GIRLS CLUB OF AMERICACHARITABLE CONTRIBUTION501 (C) (3)ATLANTA, GA, US$25,000
Paid GrantGRACE COMMUNITY CHURCH OF MAGNOLIACHARITABLE CONTRIBUTION501 (C) (3)SUN VALLEY, CA, US$10,000
Paid GrantNEW HOPE CHURCHCHARITABLE CONTRIBUTION501 (C) (3)MANVEL, TX, US$10,000
Paid GrantBILLY GRAHAM EVANGELISTIC ASSOCIATIONCHARITABLE CONTRIBUTION501 (C) (3)CHARLOTTE, NC, US$10,000
Paid GrantSAN JACINTO BAPTIST CHURCHCHARITABLE CONTRIBUTION501 (C) (3)DEER PARK, TX, US$9,400
Paid GrantPREGNANCY ASSISTANCE CENTER NORTHCHARITABLE CONTRIBUTION501 (C) (3)THE WOODLANDS, TX, US$9,000
Paid GrantLEAGUE CITY UNITED METHODIST CHURCHCHARITABLE CONTRIBUTION501 (C) (3)LEAGUE CITY, TX, US$8,600
Paid GrantSTARFISH KENYACHARITABLE CONTRIBUTION501 (C) (3)WEBSTER, TX, US$7,500
Paid GrantINTERFAITH CARING MINISTRIESCHARITABLE CONTRIBUTION501 (C) (3)LEAGUE CITY, TX, US$7,125
Paid GrantST MICHAEL CATHOLIC CHURCHCHARITABLE CONTRIBUTION501 (C) (3)NEW YORK, NY, US$5,400
Paid GrantASSISTANCE LEAGUE OF THE BAY AREACHARITABLE CONTRIBUTION501 (C) (3)HOUSTON, TX, US$5,000
Paid GrantPRESBYTERIAN CHURCH IN AMERICACHARITABLE CONTRIBUTION501 (C) (3)LAWRENCEVILLE, GA, US$5,000
Paid GrantLIFEHOUSE OF HOUSTONCHARITABLE CONTRIBUTION501 (C) (3)HOUSTON, TX, US$5,000
Paid GrantPOTTER'S HOUSE ASSOCIATIONCHARITABLE CONTRIBUTION501 (C) (3)PEWAUKEE, WI, US$4,560
Paid GrantTHE CARL MCCAIN MEMORIAL FOUNDATIONCHARITABLE CONTRIBUTION501 (C) (3)HOUSTON, TX, US$2,500
Paid GrantKAVOOKJIAN FIELD & HIGHLANDS LIVING WAR MEMORIAL FUNDCHARITABLE CONTRIBUTION509 (A) (2)HIGHLANDS, NJ, US$2,500
Paid GrantSAN JACINTO FRIENDS OF THE NRACHARITABLE CONTRIBUTION501 (C) (3)CONROE, TX, US$2,500
Paid GrantNATIONAL MS SOCIETYCHARITABLE CONTRIBUTION501 (C) (3)HOUSTON, TX, US$2,000
Paid GrantHOQUIAM HIGH SCHOOL BANDCHARITABLE CONTRIBUTION501 (C) (3)HOQUIAM, WA, US$2,000
Paid GrantROTARY CLUB OF PASADENACHARITABLE CONTRIBUTION501 (C) (3)PASADENA, TX, US$1,500
Paid GrantTHE ROSECHARITABLE CONTRIBUTION501 (C) (3)HOUSTON, TX, US$1,500
Paid GrantRONALD MCDONALD HOUSECHARITABLE CONTRIBUTION501 (C) (3)HOUSTON, TX, US$1,000
Paid GrantCOVENANT HOUSECHARITABLE CONTRIBUTION501 (C) (3)NEW YORK, NY, US$1,000
Paid GrantMIDAMERICA NAZARENE UNIVERSITYCHARITABLE CONTRIBUTION501 (C) (3)OLATHE, KS, US$1,000
Paid GrantALZHEIMER'S ASSOCIATION OF HOUSTON & SOUTHEAST TEXASCHARITABLE CONTRIBUTION501 (C) (3)HOUSTON, TX, US$700
Paid GrantINTERNATIONAL JUSTICE MISSIONCHARITABLE CONTRIBUTION501 (C) (3)WASHINGTON, DC, US$600
Paid GrantCHRIS GATLING PUMASCHARITABLE CONTRIBUTION501 (C) (3)IRVINGTON, NJ, US$500
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITALCHARITABLE CONTRIBUTION501 (C) (3)HOUSTON, TX, US$480
Paid GrantCITIZENS FOR ANIMAL PROTECTIONCHARITABLE CONTRIBUTION501 (C) (3)HOUSTON, TX, US$100
Paid GrantERIN E OLMSTED MEMORIAL SCHOLARSHIPCHARITABLE CONTRIBUTION501 (C) (3)ORLAND PARK, IL, US$100
Paid GrantNO KID GOES HUNGRY ORGANIZATIONCHARITABLE CONTRIBUTION501 (C) (3)WASHINGTON, DC, US$100
Paid GrantSWIM ACROSS AMERICACHARITABLE CONTRIBUTION501 (C) (3)BOSTON, MA, US$100
Filing and Contact Details

Filer

EIN
27-1561110
Raw XML AppendixShowing 400 of 971 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount06619
AccountingFeesSchedule/AccountingFees/Category0ROSEN SEYMOUR SHAPSS MARTIN & COMPANY
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0993
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV025093
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1625665
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1726002
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1825565
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1924815
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV2026189
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV2424990
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV2825392
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV3615024
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV4025021
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV4150270
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV4230318
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV43120925
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV4415151
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV455073
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond025,000 SHS CREDIT SUISSE NY
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond125,000 SHS GOLDMAN SACHS GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond225,000 SHS AT & T INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond325,000 SHS ROYAL BANK OF CANADA
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond450,000 SHS CATERPILLAR FINANCIAL SE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond525,000 SHS HSBC USA INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond625,000 SHS EMERSON ELECTRIC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond725,000 SHS IBM CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond825,000 SHS GOLDMAN SACHS GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond925,000 SHS PEPSICO INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1025,000 SHS PACCAR FINANCIAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1125,000 SHS AMER EXPRESS CREDIT CO
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1225,000 SHS GENERAL ELEC CAP CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1325,000 SHS BERKSHIRE HATHAWAY FIN
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1425,000 SHS OCCIDENTAL PETROLEUM COR
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1525,000 SHS GOLDMAN SACHS GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1625,000 SHS JOHN DEERE CAPITAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1725,000 SHS TORONTO DOMINION BANK
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1825,000 SHS BECTON DICKINSON
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1925,000 SHS BEAR STEARNS COS LLC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2025,000 SHS WELLS FARGO CO
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2125,000 SHS BANK OF MONTREAL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2225,000 SHS LOWES COMPANIES INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2325,000 SHS AT & T INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2425,000 SHS BB T CORPORATION
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2525,000 SHS JPMORGAN CHASE CO
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2625,000 SHS BANK OF NEW YORK MELLON
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2725,000 SHS BAXTER INTERNATIONAL INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2825,000 SHS STATOILHYDRO ASA
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2925,000 SHS SANOFI
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3025,000 SHS BHP BILLITON FIN USA LTD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3125,000 SHS BP CAPITAL MARKETS PLC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3225,000 SHS WESTPAC BANKING CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3325,000 SHS TOTAL CAPITAL CANADA LTD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3425,000 SHS BANK OF NAVA SCOTIA
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6329 SHS FIDELITY CONTRAFUND INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7102 SHS HARBOR INTERNATIONAL-INST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8691 SHS JPM INTL VAL-INST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9253 MFS INT'L NEW DISCOVERY-1
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101,398 SHS OPEENHEIMER DEV MKTS FD
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13175 SHS VANGUARD SM CAP INDX-INST
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue018780
InvestmentsOtherSchedule2/InvestmentsOther/BookValue118782
InvestmentsOtherSchedule2/InvestmentsOther/BookValue218991
InvestmentsOtherSchedule2/InvestmentsOther/BookValue312343
InvestmentsOtherSchedule2/InvestmentsOther/BookValue418906
InvestmentsOtherSchedule2/InvestmentsOther/BookValue563685
InvestmentsOtherSchedule2/InvestmentsOther/BookValue612238
InvestmentsOtherSchedule2/InvestmentsOther/BookValue758520
InvestmentsOtherSchedule2/InvestmentsOther/BookValue819113
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem01,448 UNITS CALAMOS MKT NEUT INC-I
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1860 UNITS CALDWELL & ORKIN MKT OPP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2866 UNITS DIAMOND HILL LONG/SHORT-1
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem31,112 UNITS FORUM ABSOLUTE STRATEGIES-1
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem41,162 UNITS MERGER FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem55,103 UNITS PIMCO ALL ASSET-INST
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem62,166 UNITS PIMCO RR STRAT-INST
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem75,947.126 UNITS SALIENT RISK PARITY-1 FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem81,382 UNITS NEUBERGER BERMAN R/E-INST
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV018780
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV118782
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV218991
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InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV563685
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41,100 SHS HUSSMAN STRATEGIC GROWTH
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases010206
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02148478
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02148478
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0111575
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0111575
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Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,208,478
Liabilities
$60,000
Net assets
$2,148,478
Revenue
-
Expenses
$421,066
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.20$0.18$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.02$0.01$0.16$0.19$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.02$0.01$0.07$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.14$0.13$0.11$0.05$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.22$0.19$0.05$0.38$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.02$0.14$0.06$0.47$0.42
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.02$0.55$0.11$0.60$0.49
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.11$0.40$0.29
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.11$1.33$0.04$0.53$0.49
2013Detailed filing. Detailed filing data is available for this year.$2.21$0.06$2.15$0.42
2012Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.44